Lee Danner & Bass Inc has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.42 Billion distributed in 222 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hca Healthcare, Inc. with a value of $165M, Berkshire Hathaway Inc Class B with a value of $139M, Fairfax Financial Holdings LTD with a value of $132M, Apple Inc. with a value of $61.2M, and Microsoft Corp with a value of $43.7M.

Examining the 13F form we can see an increase of $123M in the current position value, from $1.3B to 1.42B.

Below you can find more details about Lee Danner & Bass Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.42 Billion
Financial Services: $398 Million
Healthcare: $260 Million
Technology: $206 Million
Industrials: $130 Million
Consumer Defensive: $94.4 Million
Consumer Cyclical: $84 Million
Communication Services: $75.8 Million
ETFs: $46.9 Million
Other: $98.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 222
  • Current Value $1.42 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 112 stocks
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